|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.88% | | 5-Year Average Return: | 4.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.24% | |
Worst 1-Yr Total Return (2008): | -16.79% | |
Best 3-Yr Total Return (2005-7): | 6.27% | |
Worst 3-Yr Total Return (2006-8): | -1.20% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCARX | Category | Diff | Index* | Diff | | Year To Date | 20.88 | 19.41 | 1.47 | N/A | N/A | | 1-Month | 2.57 | 2.38 | 0.19 | N/A | N/A | | 3-Month | 5.37 | 4.88 | 0.49 | N/A | N/A | | 1-Year | 23.09 | 23.37 | -0.28 | N/A | N/A | | 3-Year | 2.61 | 0.45 | 2.16 | N/A | N/A | | 5-Year | 4.22 | 2.90 | 1.32 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.35 | 25.19 | 2.16 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.75 | -3.19 | 2.44 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCARX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -16.79 | -18.61 | 1.82 | | 2007 | | | 7.07 | 4.53 | 2.54 | | 2006 | | | 8.24 | 8.16 | 0.08 | | 2005 | | | 3.55 | 2.97 | 0.58 | | 2004 | | | 6.80 | 5.46 | 1.34 | | 2003 | | | N/A | 12.34 | N/A | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MCARX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.13 | 10.67 | 10.61 | N/A | | 2008 | -3.24 | -0.34 | -4.74 | -9.41 | | 2007 | 1.61 | 2.75 | 1.87 | 0.67 | | 2006 | 1.93 | -0.60 | 3.38 | 3.34 | | 2005 | -0.80 | 1.34 | 1.76 | 1.22 | | 2004 | 1.95 | -0.64 | 0.55 | 4.86 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 255 | 639 | 39.91 | | 1-Month | 327 | 655 | 49.92 | | 3-Month | 300 | 653 | 45.94 | | 6-Month | 232 | 647 | 35.86 | | 1-Year | 219 | 635 | 34.49 | | 3-Year | 59 | 514 | 11.48 | | 5-Year | 47 | 349 | 13.47 |
|
|
|
|
|